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FINTECH VIEWS: Vestmark Partners with BlackRock to Enhance Custom Model Portfolio Offerings: Q&A
Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...
Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz...
Where is the smart money going? What is the world’s largest asset manager investing in? With all the talk of companies investing in AI...
Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform
Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...
55ip and BlackRock partner to make the move to model portfolios “less taxing”
Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...
Advisor Tech Talk (Week of 1/22/25)
What a busy week!
Yes, there are plenty of wealthtech headlines coming your way below, but a lot of huge news in...
Advisor Tech Talk (Week of 1/15/25)
These are generally the leanest weeks of the year for wealthtech news, yet this week in Advisor Tech Talk we have...
AI & Finance™ | News for the Week Ending 1/10/25
This week in our roundup of AI & Finance headlines, we’re happy to welcome you back to what we like to think of as...
Decentralized Diaries for the Week of 1/7/25
Things continued revving throughout the holidays, with moves indicating that the crypto conversation will generate interest in 2025. That said, the transition between administrations...
DWN Publisher Notes For 12/24/24
Friends - WOW - what great content our team has come up with for you both holiday weeks, with retrospectives of the year behind us and a look at what 2025 will bring. READ UP & HAPPY HOLIDAYS!!
Top 10 VC Deals of 2024 in Fintech, Part 1
Goodbye, so long, and farewell, 2024
Another year of VC deal activity is over! As we round out 2024, we reflect...